VANGUARD CHARLOTTE FDS's ticker is BNDX and the CUSIP is 92203J407. A total of 662 filers reported holding VANGUARD CHARLOTTE FDS in Q3 2022. The put-call ratio across all filers is 1.01 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $933,154 | -6.9% | 19,511 | -4.8% | 0.26% | +4.4% |
| Q2 2023 | $1,002,024 | +600.9% | 20,500 | +601.6% | 0.25% | +638.2% |
| Q1 2023 | $142,970 | -85.5% | 2,922 | -85.9% | 0.03% | -85.3% |
| Q4 2022 | $984,317 | +1.7% | 20,736 | +2.2% | 0.23% | +12.1% |
| Q3 2022 | $968,000 | -8.5% | 20,281 | -3.9% | 0.21% | +4.0% |
| Q2 2022 | $1,058,000 | -7.0% | 21,099 | -7.5% | 0.20% | -8.3% |
| Q1 2022 | $1,138,000 | – | 22,805 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sensible Financial Planning & Management, LLC. | 1,022,085 | $59,005,000 | 25.32% |
| Brickley Wealth Management | 672,008 | $38,795,000 | 13.06% |
| Resource Planning Group | 274,712 | $15,859,000 | 11.86% |
| McCarthy Grittinger Financial Group, LLC | 307,919 | $17,776,165 | 10.54% |
| Ally Invest Advisors Inc. | 589,501 | $34,032,000 | 10.53% |
| Capstone Financial Advisors, Inc. | 1,428,296 | $82,456,000 | 9.43% |
| HT Partners LLC | 362,809 | $20,945,000 | 8.44% |
| AllSquare Wealth Management LLC | 184,506 | $10,652,000 | 8.02% |
| Summit Wealth Group, LLC | 149,819 | $8,649,000 | 7.91% |
| Avion Wealth | 380,739 | $21,980,000 | 7.65% |